Private Equity Executive KPI Dashboard
Single-page fund and portfolio health view. Monitor 18 KPIs across returns, liquidity, portfolio ops, deal metrics, track record, and pipeline.
Fund Health Score
Balanced Scorecard
Methodology
Health Score = weighted average of 6 categories. Each KPI scored: Green (10) = top quartile fund, Yellow (6) = median, Red (3) = below benchmark. Key benchmarks: Net IRR 20%+ (top quartile), MOIC 2.5Γ+ (strong), DPI 0.5Γ+ by Y5 (returning capital), EBITDA growth 15%+ (active value creation), entry multiple <10Γ (disciplined), loss rate <10% (strong underwriting). Benchmarks from Cambridge Associates, Preqin, and Pitchbook.